Civic Intelligence

Lpo Legacy Charitable Tr

990PF • Fiscal year 2017 • EIN 32-6369935

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 25, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8206

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,360

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$120,514

No earlier filing loaded for comparison.

Net Assets

$120,514

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

$10,556

No earlier filing loaded for comparison.

Expenses

$9,466

No earlier filing loaded for comparison.

Net Income

$1,090

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2017: $120,514Liabilities 2017: $0Net Assets 2017: $120,5142017Assets 2018: $323,110Liabilities 2018: $0Net Assets 2018: $323,1102018Assets 2019: $316,278Liabilities 2019: $0Net Assets 2019: $316,2782019Assets 2021: $140,867Liabilities 2021: $0Net Assets 2021: $140,8672021Assets 2022: $129,828Liabilities 2022: $0Net Assets 2022: $129,8282022Assets 2023: $67,504Liabilities 2023: $0Net Assets 2023: $67,5042023Assets 2025: $56,525Liabilities 2025: $0Net Assets 2025: $56,5252025

Highlighted filing

2017

Assets$120,514
Liabilities$0
Net Assets$120,514
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $10,556Expenses 2017: $9,466Net Income 2017: $1,0902017Revenue 2018: $1,002,812Expenses 2018: $305,655Net Income 2018: $697,1572018Revenue 2019: $9,222Expenses 2019: $16,055Net Income 2019: -$6,8332019Revenue 2021: $102,414Expenses 2021: $105,506Net Income 2021: -$3,0922021Revenue 2022: $6,637Expenses 2022: $17,677Net Income 2022: -$11,0402022Revenue 2023: $12,284Expenses 2023: $74,605Net Income 2023: -$62,3212023Revenue 2025: $6,376Expenses 2025: $13,108Net Income 2025: -$6,7322025

Highlighted filing

2017

Revenue$10,556
Expenses$9,466
Net Income$1,090
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NACorp Trustee-$2,360-$2,360
Filing and Contact Details

Filer

Filer Name
Lpo Legacy Foundation
EIN
32-6369935
Phone
6514668206
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668206
Signed
2017-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
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ReturnHeader/ReturnTs02017-08-07T09:00:16-05:00
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ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,514
Liabilities
$0
Net assets
$120,514
Revenue
$10,556
Expenses
$9,466
Net income
$1,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.10$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.01$0.02$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$1.00$0.31$0.70
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.01$0.00